Associate - Technology (Workday Financials)

PJT PartnersNew York, NY
$95,000 - $120,000

About The Position

PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds and hedge funds. From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients. To learn more about PJT Partners, please visit our website at www.pjtpartners.com. The PJT Partners Technology team is responsible for creating and continuously improving a robust and secure technology foundation that supports the firm's business activities. We are seeking a Workday professional to join our dynamic team and support our Workday Financials platform. This individual will provide hands-on configuration and production support across core Workday Financials modules, partnering closely with Finance stakeholders to maintain and enhance the firm's Workday ecosystem.

Requirements

  • Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree
  • 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense
  • Demonstrated experience configuring Workday business processes, including approval routing and conditional logic
  • Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration
  • Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports
  • Experience providing production support in a live Workday tenant, including incident triage and root cause analysis
  • Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders
  • Excellent problem-solving skills and the ability to troubleshoot complex issues
  • Ability to work in a fast-paced, dynamic environment and manage multiple priorities

Responsibilities

  • Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues
  • Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines
  • Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration
  • Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams
  • Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications
  • Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests
  • Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs
  • Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions
  • Support integration efforts between Workday Financials and other enterprise systems (e.g. banking platforms, expense management tools, procurement vendors), helping ensure smooth data flow and operational continuity
  • Support Workday release readiness activities, including reviewing new features ahead of Workday's semi-annual updates, testing impacted areas and coordinating changes with Finance stakeholders
  • Stay current on Workday's evolving AI and automation capabilities, and help identify opportunities to apply them to Financials processes and reporting
  • Help monitor day-to-day user experience and platform performance for Workday Financials, flagging issues and supporting resolution, and escalating and coordinating with Workday support or third-party consultants as needed

Benefits

  • discretionary bonus component
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